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NAPLES GLOBAL ADVISORS, LLC: SCHF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NAPLES GLOBAL ADVISORS, LLC on SCHF, newest first. How the timeline and the estimate are built.

NAPLES GLOBAL ADVISORS, LLC held 1,107,223 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,107,223 shares
    Change vs previous 13F +17,501 shares

    1.89% of the 13F portfolio, value $30,670,082.

    13F-HR 0001582151-26-000007 filed by NAPLES GLOBAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,089,722 shares
    Change vs previous 13F +50,573 shares

    1.97% of the 13F portfolio, value $26,970,609.

    13F-HR 0001582151-26-000002 filed by NAPLES GLOBAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,039,149 shares
    Change vs previous 13F +41,798 shares

    1.87% of the 13F portfolio, value $24,981,132.

    13F-HR 0001582151-26-000001 filed by NAPLES GLOBAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 997,351 shares
    Change vs previous 13F +39,492 shares

    1.81% of the 13F portfolio, value $23,218,334.

    13F-HR 0001582151-25-000008 filed by NAPLES GLOBAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 957,859 shares
    Change vs previous 13F +43,107 shares

    1.82% of the 13F portfolio, value $21,168,686.

    13F-HR 0001582151-25-000003 filed by NAPLES GLOBAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 914,752 shares
    Change vs previous 13F +40,346 shares

    1.72% of the 13F portfolio, value $18,093,790.

    13F-HR 0001582151-25-000002 filed by NAPLES GLOBAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 874,406 shares
    Change vs previous 13F +457,531 shares

    1.51% of the 13F portfolio, value $16,176,507.

    13F-HR 0001582151-25-000001 filed by NAPLES GLOBAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 416,875 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $17,141,898.

    13F-HR 0001582151-24-000006 filed by NAPLES GLOBAL ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).